Maximize Retirement Savings: Diversify Beyond 401(k) and Roth IRA
Health savings accounts (HSAs), brokerage accounts, and other choices can help you maximize tax efficiency and provide you greater control over your withdrawals.
Ask Me Anything "EPISODE 16": TOD or POD Account | Erica Endyke
Question: If I do have named beneficiaries sent through my TOD or POD account on all of my bank and brokerage accounts; why would I need more protection?
Answer: (0:02) TOD or a POD, also known as a Transfer On Death or Payable On Death account. These are your bank accounts or your brokerage accounts, where you can identify a beneficiary.
(0:27) Say you do list your child on that beneficiary form, but your child is under the age of 18, that child can't inherit. So essentially, you'd be kicking that asset which you intended to keep out of the probate court. By identifying a beneficiary, you'd kick it right back into the probate court's hands.
(0:46) Also, the TOD or POD only operates at death, so if you're to become incapacitated, that form won't work, and someone will need to go to court to get authority to manage that asset.
If you have these similar questions or you're looking for additional protection, please feel free to message me directly or email me at [email protected]
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Is There an Advantage to Having Multiple Brokerage Accounts?
While it might seem simple to just have one brokerage account for stock trading and investments, there are some advantages to working with multiple accounts. https://bit.ly/2UuFZVY
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So that money your kids are getting from Grandparents, Holidays or potty time success can start to build up with compound interest in the stock market. The Fidelity representative that I spoke to on the phone told me you can start with even a penny. Here is what we found out about opening a brokerage account for your kids. #cash #brokerageaccount #howtoteachkidsaboutmoney https://ift.tt/3jeyCLp
So that money your kids are getting from Grandparents, Holidays or potty time success can start to build up with compound interest in the stock market. The Fidelity representative that I spoke to on the phone told me you can start with even a penny. Here is what we found out about opening a brokerage account for your kids. #cash #brokerageaccount #howtoteachkidsaboutmoney https://ift.tt/37iwm3j
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